Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.1B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,481
New
Increased
Reduced
Closed

Top Buys

1
+$77.6M
2
+$66.2M
3
+$60.7M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$27.7M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$27.7M

Top Sells

1
+$106M
2
+$67M
3
+$60M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$26.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$19.2M

Sector Composition

1 Technology 12.17%
2 Financials 4.71%
3 Consumer Discretionary 3.9%
4 Healthcare 3.46%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$1.07M ﹤0.01%
32,408
1727
$1.07M ﹤0.01%
35,130
-1,001
1728
$1.07M ﹤0.01%
6,715
-1,213
1729
$1.07M ﹤0.01%
14,385
-2,823
1730
$1.06M ﹤0.01%
21,496
-774
1731
$1.06M ﹤0.01%
+35,275
1732
$1.06M ﹤0.01%
49,348
+4,900
1733
$1.06M ﹤0.01%
56,599
-3,754
1734
$1.06M ﹤0.01%
10,014
-612
1735
$1.06M ﹤0.01%
21,455
+49
1736
$1.06M ﹤0.01%
7,444
-1,246
1737
$1.06M ﹤0.01%
44,596
+31,930
1738
$1.06M ﹤0.01%
25,837
+4,189
1739
$1.06M ﹤0.01%
20,335
+25
1740
$1.05M ﹤0.01%
34,522
+16,591
1741
$1.05M ﹤0.01%
17,325
+1,088
1742
$1.05M ﹤0.01%
17,505
-4,307
1743
$1.05M ﹤0.01%
9,087
-266
1744
$1.04M ﹤0.01%
21,380
+283
1745
$1.04M ﹤0.01%
52,143
-27,395
1746
$1.04M ﹤0.01%
30,229
-1,005
1747
$1.04M ﹤0.01%
27,847
+705
1748
$1.04M ﹤0.01%
29,200
+6,183
1749
$1.03M ﹤0.01%
40,511
+294
1750
$1.03M ﹤0.01%
49,964
+11,254
68 69
70
71 72